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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,748 | $167,353-88.2% | $143,797-86.3% | $134,545-85.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -22.22% | 0.48%-22.7pp | -0.04%-22.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $4,463 | $5,620-20.6% | $4,952-9.9% | $4,742-5.9% |
| Participant deferral / active EE | $4,285 | $6,447-33.5% | $5,638-24.0% | $6,401-33.1% |
| Admin fee / account holder | $1,078 | $18,096-94.0% | $14,679-92.7% | $11,431-90.6% |